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Diamond Consultants: Financial Advisor Recruiting FirmDiamond Consultants: Financial Advisor Recruiting Firm
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Podcast

Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence

Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence

A conversation with Ross Gerber, Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management Overview The co-founder of Gerber Kawasaki weighs in on everything from what it takes to build a $2.2B mega-RIA and the power of freedom in the independent space, on to crypto, digitization, and ETFs,...

Considering a Move? Here’s What You Need to Know: A Special Industry Update

Considering a Move? Here’s What You Need to Know: A Special Industry Update

What does an advisor need to know when embarking upon due diligence? In the second of this 2-part series, Mindy Diamond and Jason Diamond provide the key steps to a strategic process with focused outcomes.

Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update

Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update

What is it that advisors need to be aware of before jumping into due diligence? In the first of a 2-part series, Mindy Diamond and Louis Diamond share advice on the threshold questions to ask yourself before taking meetings or calls.

Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value

Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value

A conversation with Brad Bueermann, CEO, FP Transitions Overview CEO Brad Bueermann discusses key aspects of M&A and succession, the most important factors around multiples, valuations, and maximizing enterprise value, the future of M&A, and much more. Listen in… Podcast: Play in new window | Download (Duration: 1:03:46 — 87.6MB)...

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

From Merrill Resident Director to Breakaway: How the Freedom to Innovate Fostered 2x Growth

Amir Monsefi describes “conflicts of interest” with the ability to serve clients and grow the business at Merrill. The former RD shares how building their own RIA allowed them the freedom to innovate and remove conflicts.

From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story

From Product-Driven to Client-Driven: An Independent Advisor’s 3x Revenue Growth Story

Matt Blocki left the insurance broker dealer world to build independent firm Equilibrium Wealth, allowing him to step away from being “product-driven” and focus instead on being “client-driven.” Hear how he tripled his revenue as a result.

OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way

OCIO Pioneer Jonathan Hirtle on Building a $20B RIA the Organic Way

The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more.

The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update

The Banking Crisis: Its Impact on Advisor Movement and the Wealth Management Landscape—A Special Industry Update

Mindy Diamond and Louis Diamond share perspectives from their unique vantage point on the impact of the banking crisis on advisor movement, their clients, and the wealth management industry at large.

From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice

From Insurance Broker Dealer to the RIA World: The Evolution of an Independent Practice

David Pulcini of SixPoint Financial Partners discusses the value of being a student of the industry and how that helped him to pave a new path from insurance broker dealer to independent broker dealer, and ultimately on to hybrid RIA, RFG Advisory.

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Building Enterprise Value: A Coach’s Advice for Advisors and Teams

Ray Sclafani of ClientWise discusses the key areas that employee advisors and independent business owners can impact to influence sustainable growth, enhance client relationships, and ultimately build “exit” value.

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Recent News & Articles

  • What’s the ‘Real’ Value of a Financial Advisor’s Business?
  • Growth Through Media and Innovative Solutions: How Ross Gerber’s $2.2B Firm Found a Resounding Voice in Independence
  • Considering a Move? Here’s What You Need to Know: A Special Industry Update
  • Questions Every Advisor Should Ask Before Considering a Move: A Special Industry Update
  • Valuation Expert FP Transitions: On M&A, Growth, and Maximizing Enterprise Value
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